-17.2%
DASH vs AZO
-7.5%
-9.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.9% | +4.4% | +7.4% |
| 7D | +17.2% | +5.3% | +11.8% | +15.9% |
| 30D | +3.6% | +18.4% | -14.9% | +0.3% |
| 3M | -1.9% | +9.8% | -11.7% | -3.7% |
| 6M | +15.1% | -4.5% | +19.6% | +13.6% |
| YTD | -12.3% | -1.9% | -10.4% | -13.2% |
| 1Y | -17.2% | -9.5% | -7.7% | -19.8% |
| All | -17.2% | -7.5% | -9.8% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AZO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling